PRM for fintech companies

    PRM FOR FINTECH COMPANIES AND EMBEDDED FINANCE PARTNERS.

    Fintech go to market depends on referral partners, ISVs, accounting and ERP integrators, embedded finance partners and resellers. Channelo gives fintech companies a single PRM to recruit, certify and track every partner type, with the audit trail compliance teams expect.

    See Pricing

    PRM for fintech companies needs partner records for referral, embedded and reseller motions, deal registration, certification, MDF and partner-sourced pipeline analytics; with a clean audit trail. Channelo provides all of this on one platform without per seat pricing.

    FINTECH PARTNER PROGRAMS ARE COMPLEX AND HIGHLY REGULATED.

    Referral partners send leads. ISVs embed financial products. Accountants and consultants resell. Each motion has its own contracts, commissions and compliance needs. Without a shared platform, the program leaks revenue and risks audit findings.

    • Referral, embedded and reseller partners managed in separate tools
    • Commission and referral payouts tracked in spreadsheets
    • Deal and lead registration handled in email, with no audit trail
    • Partner certification and compliance status invisible
    • MDF and co-marketing programs hard to reconcile to outcomes

    ONE PRM FOR EVERY FINTECH PARTNER MOTION.

    Channelo unifies referral partners, ISVs, embedded finance partners and resellers on one platform. Tier Templates encode each motion. Deal Registration creates an audit-ready trail. Courses certify partners on product and compliance. MDF supports co-marketed demand. Analytics roll up partner-sourced pipeline cleanly.

    • Partner records for referral, ISV, embedded and reseller partners
    • Tier Templates for referral commission, embedded revenue share and resale models
    • Deal and lead Registration with conflict detection and audit trail
    • Courses and Learning Paths for product, sales and compliance certification
    • MDF Requests, Claims and Budgets for joint demand programs
    • Partner Performance and Deal Flow analytics across every motion

    WHO IT IS FOR.

    Fintech companies of any size running indirect or partner-led go to market; from a first referral program to a global embedded finance and reseller ecosystem.

    • Payments, banking and lending fintechs with referral and reseller partners
    • Embedded finance and BaaS vendors with ISV and platform partners
    • Accounting, payroll and finance ops vendors with consultant and accountant channels

    EXPLORE RELATED CAPABILITIES

    FAQ

    QUESTIONS, ANSWERED.

    What does a PRM for fintech companies need?

    Support for referral, embedded and reseller motions, deal and lead registration with audit trail, certification, MDF and partner-sourced pipeline analytics.

    Can Channelo track referral commissions and embedded revenue share?

    Yes. Tier Templates encode each economic model and Deal Registration creates the audit trail finance and compliance need to reconcile payouts.

    Is Channelo suitable for embedded finance partners?

    Yes. Channelo supports ISV and platform partners alongside referrers and resellers, so a fintech can run every partner motion on one platform.

    Can a fintech start small with Channelo?

    Yes. Channelo is built for fintech companies of any size and can be set up in under a day, so a first referral program can launch quickly and scale.

    ENTERPRISE-GRADE CHANNEL TOOLS.
    ACCESSIBLE PRICE.

    See how Channelo runs your entire partner program on one platform, for companies of any size, without per-seat pricing and without months of rollout.